Lazard Emerging Markets S Inc
| Shares Class | Inc. |
|---|---|
| Yield | 2.06 |
| Total Expense Ratio | 0.95 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 2.06 |
| Total Expense Ratio | 0.95 |
Cumulative Performance
Discrete Performance
| Fund Size | 546,471,100.00 | Launch Date | 06/09/1999 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.85 |
| Sector | IMA UK Equity Income | Min Investment (£) | 25,000,000.00 | Total Expense Ratio (%) | 0.95 |
| ISIN | GB00B9DN3X26 | Min Topup (£) | 100,000.00 | Ongoing Charge (%) | 0.9500 (on 14/02/2020) |
The objective of the Sub-Fund is to seek capital growth over at least 5 years.
James Donald
James Donald is a Managing Director and Head of Emerging Markets and Portfolio Manager/Analyst on the Emerging Markets Equity team. He is also a member of the International Equity Select with Emerging Markets team. Since joining Lazard in 1996, James has been instrumental in developing and coordinating the emerging markets activities at Lazard. He began working in the investment field in 1983. Prior to joining Lazard, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario. James is a board member of EMpower, a charity of investment professionals focused on adolescents, healthcare, and women's issues in emerging markets countries, as well as a member of the 20-20 Investments Association, an investor group that is focused on emerging markets.
Monika Shrestha
Monika Shrestha is a Portfolio Manager/Analyst on the Emerging Markets Equity team, responsible for research coverage of companies in the financials sector. She began working in the investment field in 1997. Prior to joining Lazard in 2003, Monika was a principal at Waterview Advisors and a Corporate Finance Analyst with Salomon Smith Barney. She has an MBA from Harvard Business School, a BSE in Computer Science and Engineering and a BS in Economics (with a concentration in Finance) from the University of Pennsylvania.
Rohit Chopra
Rohit Chopra is a Portfolio Manager/Analyst on the Emerging Markets Equity team, focusing on consumer and telecommunications research and analysis. He began working in the investment field in 1996. Prior to joining the Firm in 1999, Rohit was with Financial Resources Group, Deutsche Bank and Morgan Stanley. He has a BS in Finance and Information Systems from New York University and also studied at the London School of Economics and Political Science. Rohit has been accepted as a Young Global Leader (YGL) in 2016 by the World Economic Forum, which engages the top political, business, and other leaders of society to shape the global future.
Ganesh Ramachandran
| Name | Weight |
|---|---|
| American Emerging Equities | 10.00% |
| Asia Pacific Emerging Equities | 57.00% |
| Asia Pacific ex Japan Equities | 1.00% |
| European Emerging Equities | 10.00% |
| European Equities | 6.00% |
| Middle East & African Equities | 6.00% |
| Money Market | 3.00% |
| UK Equities | 3.00% |
| Name | Weight |
|---|---|
| Africa | 6.00% |
| Asia Pacific ex Japan | 1.00% |
| Continental Europe | 6.00% |
| Emerging Asia | 57.00% |
| European Emerging Markets | 10.00% |
| Latin America | 10.00% |
| Money Market | 3.00% |
| UK | 3.00% |
| Name | Weight |
|---|---|
| Communications | 8.00% |
| Consumer Discretionary | 5.00% |
| Consumer Staples | 6.00% |
| Energy | 6.00% |
| Financials | 26.00% |
| Industrials | 2.00% |
| Information Technology | 21.00% |
| Materials | 9.00% |
| Money Market | 3.00% |
| Others | 9.00% |
| Name | Weight |
|---|---|
| SAMSUNG ELECTRONICS CO | 5.00% |
| SK HYNIX INC | 4.00% |
| AMERICA MOVIL SAB DE CV | 2.00% |
| BAIDU INC | 2.00% |
| BANCO DO BRASIL | 2.00% |
| CHINA CONSTRUCTION BANK | 2.00% |
| ISHARES CORE MSCI | 2.00% |
| OTP BANK | 2.00% |
| SBERBANK OF RUSSIA | 2.00% |
| VANGUARD INTERNATIONAL LTD | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.